Financial Planning is a continuous process that never ends by integrating and coordinating the ongoing process of managing a personís financial concerns.Union Square Financial Services can fulfill that role by helping clients organize their goals in a priority listing of objectives.Working together, we can then suggest ways for clients to achieve those objectives and fulfill their personal wants and desires.
An engagement for financial planning services includes the following basic components:
Establishing and defining the scope of the relationship
Gathering client data
Analyzing and evaluating a clientís current status
Developing recommendations and alternatives
Implementing those plans
Monitoring goal achievement
Union Square Financial Services will secure the tools and products needed to help our clients realize achievement.
Please click here to contact Union Square Financial Services, LLC to arrange an appointment to begin the financial planning process.
Union Square Financial Services, LLC 155 E Columbus Street, #105 Pickerington, Ohio 43147 (614) 920-1635 (phone) (614) 920-1637 (fax)